Sam Yount

Enthusiast
DISC Type : i

Chief Business Officer at NerdWallet

Durango, Colorado, United States

Overview

Sam Yount is the Chief Business Officer at NerdWallet, a seasoned marketing professional focused on performance marketing and user growth. He was previously the CMO at LendingTree and the CEO/Co-Founder of On The Barrelhead, which NerdWallet acquired. He studied Sociology with honors at the University of Chicago.

Interesting fact: Sam holds a patent for a method and system that creates dynamic advertisements based on a users interest in specific securities.

Personality Overview

Amiable & Agreeable

Story Driven

Optimistic

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Consumer Finance
His career is dedicated to improving financial outcomes for consumers, from founding a robo-advisor for debt to his current leadership role at NerdWallet.
Performance Marketing
As former CMO of LendingTree, he managed a $350MM marketing budget focused on ROI and has extensive experience in cross-channel marketing and funnel optimization.
FinTech Entrepreneurship
He co-founded and led On The Barrelhead, a financial technology startup designed as a robo-advisor for debt, which was ultimately acquired by NerdWallet.

Media Appearances

Sam has no verified media appearances

Work History

10-2024
Chief Business Officer at NerdWallet
2-2023 - 11-2024
VP Consumer Credit at NerdWallet
7-2022 - 2-2023
VP Lending at NerdWallet
4-2017 - 7-2022
CEO/Co-Founder at On The Barrelhead (Acquired by NerdWallet)
1-2016 - 4-2017
CMO at LendingTree

Education

2000 - 2003
Sociology with honors from University of Chicago

More Information

Social Presence :

Prographics :

Exp : 11 Location : Durango, Colorado, United States Job Level : Leadership Designation : Chief Business Officer at NerdWallet
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Sam

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Sam take some risk or not?

  • They can take some low-probability risks if needed.

You And Sam

Personality Compatibility


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